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MYRIX: Mainstay Retirement 2010 Fund Class (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2007 |
| Last Dividend Date: | 12/31/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.12% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -1.4 | 1.5 | 4.6 | 3.5 | 0.0 | -2.7 | -4.7 | 4.7 | 10.7 | -0.7 | -1.2 | 14.0 | 17.1 | 1.4 | 11.3 | 21.4 | -21.8 | 3.4 |
| Sharpe Ratio | NA | -0.91 | -0.2 | 0.02 | 0.46 | 0.29 | 0.0 | -0.37 | -0.97 | 0.7 | 1.46 | -0.13 | -0.15 | 1.49 | 2.09 | 0.11 | 1.22 | 1.66 | -1.11 | 0.46 |
| Draw Down(%) | NA | 10.1 | 10.1 | 10.1 | 11.8 | 32.6 | 0.0 | 10.1 | 8.7 | 5.0 | 5.1 | 5.9 | 8.1 | 5.0 | 5.5 | 11.8 | 7.2 | 13.7 | 29.1 | 4.6 |
| Standard Deviation(%) | NA | 10.9 | 7.5 | 7.4 | 8.5 | 10.3 | NA | 11.1 | 6.3 | 5.8 | 7.1 | 5.4 | 8.3 | 9.3 | 8.2 | 12.4 | 9.2 | 12.9 | 20.4 | 9.2 |
| Treynor Ratio | NA | -2.37 | -0.04 | 0.0 | 0.05 | 0.03 | NA | -0.07 | -0.06 | 0.07 | 0.1 | -0.01 | -0.01 | 0.16 | 0.13 | 0.01 | 0.1 | 0.17 | -0.23 | 0.06 |
| Alpha | NA | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.03 | 0.01 | -0.02 | 0.04 | 0.03 | -0.01 | 0.01 | 0.03 | -0.03 | 0.01 |
| Beta | NA | 0.04 | 0.33 | 0.5 | 0.86 | 0.95 | 0.0 | 0.6 | 0.99 | 0.62 | 1.05 | 0.9 | 1.17 | 0.89 | 1.36 | 1.79 | 1.17 | 1.22 | 0.99 | 0.72 |
| RSquared | NA | 0.0 | 0.07 | 0.14 | 0.27 | 0.32 | 0.0 | 0.04 | 0.6 | 0.09 | 0.41 | 0.66 | 0.24 | 0.17 | 0.41 | 0.76 | 0.49 | 0.63 | 0.32 | 0.19 |
| Yield(%) | N/A | 0.0 | 6.0 | 5.3 | 6.0 | N/A | 0.0 | 0.0 | 8.1 | 10.5 | 5.2 | 4.5 | 4.7 | 7.4 | 6.1 | 8.0 | 4.4 | 2.7 | 2.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 25.3 | -6.1 | N/A | N/A | N/A | -100.0 | -23.6 | 103.7 | 9.0 | -3.5 | -34.2 | 30.2 | -28.5 | 92.2 | 93.4 | 3.4 | 194.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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